Know Your PMS · Monthly tearsheet
TRUFFLE INVESTMENT 5
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Jul_20226 months filed
CAGR
Needs 12 months
Total return
-6.29%
Max drawdown
-12.59%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
7.2% / -8.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | – | -8.08% | 2.61% | -0.37% | -5.03% | -2.06% | 7.21% | – | – | – | – | – | -6.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Jun_2022 | Ongoing | 12.60% | 6 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
3 mo
Ann. volatility
17.22%
Downside deviation
16.88%